$Oracle(ORCL)$ $APPLIED DIGITAL CORP(APLD)$ If stricter controls end up stifling open-source AI, the compute demand should shift heavily toward the big closed-source players like OpenAI, Anthropic, Microsoft, Google, and Meta. Those giants are the main enterprise clients for ORCL and APLD, so their core tenant base stays financially strong and locked into long-term infrastructure leases.
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